Mastercard Inc
MA- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001141391
In the last 90 days, Mastercard Inc insiders filed 0 open-market purchases and 11 sales; 3,634 institutions reported holding it in 13F filings for Q2 2026, worth $396.2B in total; 12 superinvestors hold it, including Pershing Square and Akre Capital Management.
13F holders, Q1 2023
Institutional positions in Mastercard Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,738
- +80 vs. Q4 2022
- Shares held
- 787.3M
- +59.6M (+8.2%) vs. Q4 2022
- Total value
- $263.3B
- +$10.4B (+4.1%) vs. Q4 2022
- New holders
- 172
- 1,012 more added
- Sold out
- 92
- 1,148 more reduced
57 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $262.5B |
| Q4 2021 | 2,646 | $264.8B |
| Q3 2021 | 2,455 | $255.2B |
| Q2 2021 | 2,494 | $270.2B |
| Q1 2021 | 2,484 | $265.3B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Unio Capital LLC | 1,700 | $617.8K | 0.33% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,701 | $618.0K | 0.91% | −8−0.5% | Reduced |
| Atticus Wealth Management, LLC | 1,704 | $619.2K | 0.24% | −193−10.2% | Reduced |
| Provence Wealth Management Group | 1,704 | $619.3K | 0.41% | +462+37.2% | Added |
| First Commonwealth Financial Corp | 1,709 | $621.1K | 0.22% | −144−7.8% | Reduced |
| WealthBridge Capital Management, LLC | 1,713 | $622.5K | 0.25% | −4−0.2% | Reduced |
| Guardian Wealth Advisors, LLC | 1,719 | $624.5K | 0.11% | −223−11.5% | Reduced |
| Empirical Asset Management, LLC | 1,724 | $626.6K | 0.60% | +1,724 | New |
| Baldwin Brothers Inc | 1,725 | $626.9K | 0.05% | −27−1.5% | Reduced |
| Crawford Investment Counsel Inc | 1,728 | $628.0K | 0.01% | −24−1.4% | Reduced |
| Boston Family Office LLC | 1,730 | $628.0K | 0.05% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,729 | $628.3K | 0.31% | +1+0.1% | Added |
| Moseley Investment Management Inc | 1,731 | $629.2K | 0.41% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,736 | $631.0K | 0.06% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,738 | $631.6K | 0.26% | −223−11.4% | Reduced |
| Knuff & Co LLC | 1,740 | $632.3K | 0.25% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 1,742 | $633.1K | 0.08% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,743 | $633.4K | 0.34% | −2,355−57.5% | Reduced |
| Capital Planning Advisors, LLC | 1,750 | $636.0K | 0.14% | −415−19.2% | Reduced |
| Avidian Wealth Solutions, LLC | 1,750 | $636.1K | 0.03% | −172−8.9% | Reduced |
| Monument Capital Management | 1,752 | $636.6K | 0.21% | +153+9.6% | Added |
| First National Bank of Hutchinson | 1,752 | $636.7K | 0.51% | +91+5.5% | Added |
| Solstein Capital, LLC | 1,754 | $637.4K | 0.55% | −641−26.8% | Reduced |
| Concord Wealth Partners | 1,754 | $637.4K | 0.18% | +301+20.7% | Added |
| Kovack Advisors, Inc. | 1,764 | $641.2K | 0.09% | −442−20.0% | Reduced |
| Evermay Wealth Management LLC | 1,768 | $642.5K | 0.13% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 1,770 | $643.2K | 0.81% | −745−29.6% | Reduced |
| Zuckerman Investment Group, LLC | 1,771 | $643.6K | 0.10% | +4+0.2% | Added |
| Catalyst Financial Partners LLC | 1,782 | $647.6K | 0.28% | +173+10.8% | Added |
| Robertson Stephens Wealth Management, LLC | 1,784 | $648.3K | 0.05% | −891−33.3% | Reduced |
| SS&H Financial Advisors, Inc. | 1,785 | $648.7K | 0.30% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,786 | $649.0K | 0.21% | +119+7.1% | Added |
| Nova R Wealth, Inc. | 1,801 | $654.4K | 0.44% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,817 | $660.3K | 0.29% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,817 | $660.4K | 0.10% | +54+3.1% | Added |
| Trustmark National Bank Trust Department | 1,820 | $661.4K | 0.06% | −158−8.0% | Reduced |
| Round Hill Asset Management | 1,820 | $661.4K | 0.41% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 1,822 | $662.3K | 0.20% | −21−1.1% | Reduced |
| Bridgeworth, LLC | 1,823 | $662.5K | 0.08% | +9+0.5% | Added |
| Pine Valley Investments Ltd Liability Co | 1,730 | $662.7K | 0.10% | +1,730 | New |
| Hoxton Planning & Management, LLC | 1,826 | $663.6K | 0.37% | −47−2.5% | Reduced |
| KLCM Advisors, Inc. | 1,826 | $663.6K | 0.13% | +1,087+147.1% | Added |
| Advisory Resource Group | 1,829 | $664.7K | 0.19% | +126+7.4% | Added |
| Valley Brook Capital Group | 1,830 | $665.0K | 0.61% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,835 | $666.9K | 0.19% | 00.0% | Unchanged |
| Washington Trust Co | 1,836 | $667.2K | 0.03% | −38−2.0% | Reduced |
| TCG Advisory Services, LLC | 1,839 | $668.2K | 0.14% | +1,839 | New |
| Radnor Capital Management, LLC | 1,841 | $669.0K | 0.18% | +52+2.9% | Added |
| Sterling Investment Counsel, LLC | 1,844 | $670.1K | 0.40% | +432+30.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,851 | $672.7K | 0.03% | +340+22.5% | Added |
| KG&L Capital Management,LLC | 1,853 | $673.3K | 0.35% | −297−13.8% | Reduced |
| Summit Global Investments | 1,857 | $675.0K | 0.05% | −153−7.6% | Reduced |
| Atwater Malick LLC | 1,860 | $675.9K | 0.32% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,864 | $677.0K | 0.60% | −2,097−52.9% | Reduced |
| DGS Capital Management, LLC | 1,863 | $677.1K | 0.38% | +66+3.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,864 | $677.4K | 0.20% | +2+0.1% | Added |
| Clare Market Investments LLC | 1,865 | $677.9K | 0.28% | +211+12.8% | Added |
| Field & Main Bank | 1,866 | $678.1K | 0.40% | +62+3.4% | Added |
| Tilia Fiduciary Partners, Inc. | 1,869 | $679.2K | 0.65% | −38−2.0% | Reduced |
| Argus Investors' Counsel, Inc. | 1,884 | $684.5K | 0.52% | −8−0.4% | Reduced |
| Retirement Guys Formula LLC | 1,889 | $686.4K | 0.49% | +107+6.0% | Added |
| Baskin Financial Services Inc. | 1,891 | $687.0K | 0.07% | −23−1.2% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,892 | $687.5K | 0.03% | +9+0.5% | Added |
| E&G Advisors, LP | 1,892 | $687.6K | 0.25% | 00.0% | Unchanged |
| Cadinha & Co LLC | 1,895 | $688.7K | 0.19% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,900 | $690.5K | 0.15% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 1,902 | $691.2K | 0.11% | −120−5.9% | Reduced |
| DDFG, Inc | 1,907 | $693.0K | 0.27% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 1,908 | $693.4K | 0.61% | −10−0.5% | Reduced |
| Bell Bank | 1,908 | $693.4K | 0.07% | +38+2.0% | Added |
| Eaton Financial Holdings Company, LLC | 1,911 | $694.5K | 0.54% | +11+0.6% | Added |
| Five Oceans Advisors | 1,920 | $697.7K | 0.45% | +15+0.8% | Added |
| UMA Financial Services, Inc. | 1,884 | $702.4K | 0.18% | +1+0.1% | Added |
| TFG Advisers LLC | 1,945 | $706.9K | 0.34% | +3+0.2% | Added |
| Moloney Securities Asset Management, LLC | 1,945 | $707.0K | 0.13% | −340−14.9% | Reduced |
| Journey Advisory Group, LLC | 1,955 | $710.5K | 0.11% | +100+5.4% | Added |
| Synergy Financial Management, LLC | 1,962 | $713.0K | 0.17% | −135−6.4% | Reduced |
| M Holdings Securities, Inc. | 1,965 | $714.0K | 0.07% | −68−3.3% | Reduced |
| Sonen Capital LLC | 1,978 | $718.8K | 1.22% | −878−30.7% | Reduced |
| Advocate Group LLC | 1,983 | $720.6K | 0.16% | +1,983 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,984 | $721.0K | 0.91% | −142−6.7% | Reduced |
| Clark Capital Management Group, Inc. | 1,984 | $721.0K | 0.01% | −2,028−50.5% | Reduced |
| Howard Wealth Management, LLC | 1,992 | $723.9K | 0.60% | −3−0.2% | Reduced |
| Bigelow Investment Advisors, LLC | 1,994 | $724.6K | 0.42% | −15−0.7% | Reduced |
| Verity & Verity, LLC | 2,000 | $726.8K | 0.09% | −1,250−38.5% | Reduced |
| Van Strum & Towne Inc. | 2,000 | $726.8K | 0.31% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,008 | $729.9K | 0.15% | +2,008 | New |
| MidWestOne Financial Group, Inc. | 2,009 | $730.1K | 0.16% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,008 | $730.7K | 0.29% | +22+1.1% | Added |
| Capital Advisors, Ltd. LLC | 2,012 | $731.0K | 0.12% | −534−21.0% | Reduced |
| Islay Capital Management, LLC | 2,015 | $732.3K | 0.72% | +476+30.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,019 | $733.6K | 0.06% | +2,019 | New |
| IMS Capital Management | 2,022 | $734.8K | 0.44% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2,025 | $735.9K | 0.37% | +185+10.1% | Added |
| Altfest L J & Co Inc | 2,025 | $736.0K | 0.12% | +455+29.0% | Added |
| Aberdeen Wealth Management LLC | 2,026 | $736.2K | 0.55% | −10.0% | Reduced |
| Okabena Investment Services Inc | 2,026 | $736.3K | 0.53% | −2,115−51.1% | Reduced |
| Wealth Management Associates, Inc. | 2,035 | $739.6K | 0.46% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 2,036 | $739.9K | 0.28% | −88−4.1% | Reduced |
| L2 Asset Management, LLC | 2,037 | $740.3K | 0.44% | +87+4.5% | Added |